Roll your open CRM pipeline into one forecast card: open-deal count, raw pipeline value (sum of amounts), and the vendor's committed forecast (sum of forecast amounts). Vendor-neutral: binds to HubSpot deals or Salesforce opportunities at pack install; 'open' is the canonical close_state signal, not a raw vendor stage.

How it works 6 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (6 steps)

■ deals ?

■ open_deals filter

Filter by condition

■ open_count count

Count items in open deals

■ raw_pipeline reduce

Reduce with sum

■ committed_forecast reduce

Reduce with sum

■ forecast_card to_summary

Format results as a summary card

Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

crm setting =